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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
AlcaeusF
Moderator

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Hello @meshmash,

 

Welcome to the Community. I'm here to help you download the transactions from the prior year in QuickBooks.

 

QuickBooks automatically downloads banking data the first time you connect an account. Most banks provide information for the previous 90 days only.

 

To download older transactions, I recommend using the Web Connect feature. Before starting the import process, go to your bank's website and request the file you need to upload in QuickBooks.

 

Some banks let you set a date range for downloads. This may be 30, 60, 90 days, or more depending on the financial institution.

 

Here's how:

 

  1. Open a web browser and go to your bank’s website.
  2. Sign in to your bank account using your normal process.
  3. Download your transactions as a QuickBooks Web Connect (.qbo) file.
  4. Once you have the Web Connect file, follow the steps to import it into QuickBooks Desktop.

 

Once done, start importing the transactions so they become available in your Bank Feeds. Please follow these steps:

 

  1. From the Banking menu, select Bank Feeds, then Import Web Connect Files.
  2. Select the QBO file you saved, then select Open.
  3. Choose the bank account.
  4. Click Continue, then select OK.
  5. Go to the Bank Feeds Center to review your transactions.

 

For additional reference, you can use the following article to review and match transactions in QuickBooks: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Drop me a comment below if you have any other questions related to banking. I'll be happy to help you some more.

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